This hourly (non-exempt) position is responsible for maintaining existing reports and Microsoft Access databases, developing tracking mechanisms for new programs, and analyzing various aspects of Retail Loans.
DUTIES & RESPONSIBILITIES:
Maintain existing Microsoft Access databases and Crystal Report files as needed.
Create management reports as requested using Microsoft Access, Crystal Reports, and Excel.
Provide insight and recommendations on retail lending best practices based on individual research.
Support the management staff by designing reports as necessary from the Retail Loan core systems.
Track existing programs’ effectiveness and make necessary recommendations as needed, which could include customer outreach for excessive overdrafts, outbound call initiatives, or the effectiveness of our restructure program.
Provide data to management for various projects, including marketing campaigns, profitability/loss analysis, and regulatory reporting.
Use sound judgment and dexterity to suitably navigate daily challenges, particularly when presented under the strict time constraints that are typically associated within the department.
Serve as backup for the Retail Lending Operations Associate in publishing various report packets.
Conduct and complete additional assignments/projects as designated by management.
High school diploma or equivalent required. Bachelor’s degree with an emphasis in business analytics, mathematics, economics, finance, or accounting is preferred.
Minimum one year of banking or related industry experience required.
A history of academic and/or professional success with a persistent desire for professional development and a proven track record of achieving results.
Experience in query-writing experience with Microsoft Access, Crystal Reports, Power BI, or similar applications is preferred.
Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks, and simultaneously work on multiple assignments that may range from problem-solving to complex data analysis.
Proficiency with Microsoft O365 products and applications, including the ability to effectively prepare or review documents, procedures, reports, and queries.
Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.
Experience utilizing Microsoft Access, Power BI, and Crystal Reports preferred.
This position requires periodic travel to attend in person meetings and satisfy office obligations/responsibilities.
Typical scheduled hours are Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need.
First American Bank is an Equal Opportunity Employer
First American Bank will not sponsor applicants for work visas.